Howard Gerrin
Howard Gerrin is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 45 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
200 5th Ave, Suite 4010, Waltham, MA, 02451
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2013Customer Dispute
August 2009Customer Dispute
August 2004Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Howard operates his LPL business through Integrated Financial Partners and Integrated Partners. He also provides investment advisory services through Integrated Wealth Concepts and its DBAs, spending about half his time on The Salkins Group DBA. Additionally, Howard sells fixed, long-term care, life, health, and disability insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.